Q1 2025 Holdings
Filed 2025-05-07 | 17 holdings | $212.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $102.3M | 864,349 | 48.1% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $28.7M | 613,100 | 13.5% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $28.6M | 844,000 | 13.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $23.9M | 180,600 | 11.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $22.6M | 2,607,700 | 10.6% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $2.0M | 42,790 | 1.0% |
| Summit Therapeutics Inc(SMMT) | COM | 86627T108 | $1.8M | 91,741 | 0.8% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $778.0K | 2,700 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $409.2K | 1,090 | 0.2% |
| Ansys Inc(AKX) | COM | 03662Q105 | $300.7K | 950 | 0.1% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $295.8K | 16,000 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $277.7K | 4,500 | 0.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $246.6K | 2,400 | 0.1% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $225.2K | 2,200 | 0.1% |
| AST Spacemobile Inc(ASTS) | COM CL A | 00217D100 | $211.5K | 9,300 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $81.6K | 40,000 | 0.0% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $52.9K | 18,000 | 0.0% |